Retail banking & financial services
2021
Poland
A major European banking player, committed to developing its credit and bank card offerings, wanted to strengthen its prospecting capacity while maintaining a high level of compliance and trust.
Faced with evolving customer expectations, increasing campaign volumes, and a growing need for agility, the institution chose Armatis to operate a high-value outbound calling solution.
Objectives: gain commercial performance, streamline transfers to internal advisors, and accelerate marketing campaign deployment.
Since 2021, Armatis has become a strategic partner, with a dedicated team in Central Europe.
The information transmitted had to be perfectly mastered, clear, and compliant.
An essential balance in the banking sector.
Need for a partner capable of starting in just a few days, adjusting teams, and quickly testing new scripts.
The client regularly modifies its internal rules and processing flows.
Armatis handles a set of high-value commercial and relational activities, covering the entire pre-sales and customer qualification cycle.
Advisors trained in banking market specifics, compliance rules, and responsible sales techniques.
Armatis works closely with the client’s marketing, compliance, and sales teams to create:
Daily management, script adjustments, A/B testing, field feedback analysis.
Thanks to this long-term collaboration, the banking player has observed:
Thanks to honed expertise and a stabilized commercial approach.
Transfers to internal bank advisors have become smoother.
Armatis can mobilize teams in just a few days according to needs.
Thanks to an agile, managed, and continuously optimized setup.
The collaboration is built on a long-term, transparent, and structured relationship, allowing the banking client to confidently rely on Armatis for sensitive commercial campaigns. This trust facilitates decision-making, rapid process adjustments, and constant team alignment.
Armatis adapts staffing, scripts, and workflows in just a few days according to client needs. This agility ensures rapid launch of commercial campaigns, even in a banking environment where priorities frequently evolve.
Dedicated teams perfectly master regulatory requirements, responsible commercial practices, and customer behaviors specific to the sector. This specialization enables delivery of reliable, compliant, and high-performing messaging.
Armatis manages, tests, and regularly improves scripts, sales pitches, and processes to enhance interaction quality and commercial results. Experimentation is built into the setup, ensuring continuous and measurable improvement.
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